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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$61,239 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,057 | $62,723+48.4% | $142,898-34.9% | $86,821+7.2% |
| Participation rate | 90.0% | 62.6%+27.5pp | 72.0%+18.1pp | 72.3%+17.7pp |
| Annual return | 19.10% | 17.62%+1.5pp | 5639.64%-5620.5pp | 97.94%-78.8pp |
| Employer contribution / active EE | $3,594 | $1,627+120.9% | $4,146-13.3% | $2,406+49.4% |
| Participant deferral / active EE | $6,617 | $3,039+117.7% | $3,838+72.4% | $4,132+60.1% |
| Admin fee / account holder | $136 | $140-2.9% | $6,560-97.9% | $170-20.1% |